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WisdomTree Floating Rate Treasury Fund

508 hedge funds and large institutions have $10.3B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 201 increasing their positions, 213 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 51

0% less funds holding

Funds holding: 509508 (-1)

6% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 213

2.52% less ownership

Funds ownership: 63.74%61.22% (-2.5%)

8% less funds holding in top 10

Funds holding in top 10: 7468 (-6)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$1.01B)

Holders
508
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.29%
Holding in Top 10
68
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.11%
% of All Funds
0.98%
New
56
Increased
201
Reduced
213
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
476
Castleview Partners
Texas
$35.3K -$655 -13 -2%
VWWMG
477
Vermillion & White Wealth Management Group
Pennsylvania
$34.9K
PNC Financial Services Group
478
PNC Financial Services Group
Pennsylvania
$34.1K +$34.2K +680 New
GCM
479
Gables Capital Management
Florida
$30.5K
PB
480
Pinnacle Bancorp
Nebraska
$25K +$101 +2 +0.4%
WIM
481
Westside Investment Management
California
$23.6K -$304K -6,037 -93%
C
482
Covestor
United Kingdom
$18K +$1.91K +38 +12%
MSG
483
Main Street Group
Virginia
$17.6K
GM
484
GeoWealth Management
Illinois
$17.3K +$17.4K +345 New
Bank of Montreal
485
Bank of Montreal
Ontario, Canada
$10.8K
BL
486
BFSG LLC
California
$10.4K
PGAM
487
Princeton Global Asset Management
New Jersey
$10K
CFG
488
Copley Financial Group
California
$9.94K +$9.97K +198 New
PCWA
489
Pacific Capital Wealth Advisors
California
$9.79K +$9.82K +195 New
HWP
490
Highline Wealth Partners
California
$9.69K +$151 +3 +2%
SWM
491
Spire Wealth Management
Virginia
$6.89K +$101 +2 +1%
OC
492
Oarsman Capital
Wisconsin
$6.78K +$6.8K +135 New
TPCW
493
TD Private Client Wealth
New York
$6.23K -$1.76K -35 -22%
NFSG
494
Newbridge Financial Services Group
Florida
$5.98K
CAS
495
Coppell Advisory Solutions
Texas
$3.47K -$9.52K -189 -73%
PMFA
496
Plante Moran Financial Advisors
Michigan
$3.42K +$3.42K +68 New
LFA
497
Legend Financial Advisors
Pennsylvania
$2.96K
GEA
498
Glen Eagle Advisors
New Jersey
$2.86K
HWA
499
Heritage Wealth Advisors
Virginia
$2.4K -$9.87K -196 -80%
PA
500
Parallel Advisors
California
$2.21K